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港股異動丨贛鋒鋰業漲約4% Pilbara鋰精礦拍賣臨近 鋰礦價格或將再度跳漲
格隆匯5月18日丨贛鋒鋰業漲約4%,重上一百港元大關,現報100.5港元創近一個月新高,總市值1445億港元。Pilbara將於5月24日舉行年內第二次鋰精礦拍賣。Pilbara的鋰精礦拍賣一直是全球鋰精礦價格走勢的風向標,並在此輪鋰礦價格大幅飆漲的過程中起到了推波助瀾的作用,因此受到業內的高度關注。湘財證券指出,Pilbara首次拍賣的高成交價反映出鋰鹽企業對於後市依然樂觀,採買積極。 短期來看,鋰供應依舊偏緊,下游需求旺盛,帶動鋰價穩步上行。中期,上游鋰礦開發週期較長,未來2-3年內供給短缺格局預計將難有改變,下游電動車和儲能已佔據鋰需求60%以上,隨着下游需求的高增長,鋰行業料將獲得高成長性。

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